Client Management

BindPilot stores all client information, policies, and documents in a searchable database. Organize clients by household, commercial account, or custom groups.

Client Records

Creating a Client

1. Go to Clients > New Client
2. Enter:
   • Name (individual or business)
   • Address
   • Phone
   • Email
   • Client Type (Individual, Business, Non-Profit, Trust)
3. Click Create

BindPilot auto-generates a client profile page.

Client Profile

Each client has:

| Section | Contents | |---------|----------| | Basic Info | Name, address, phone, email | | Household | Spouse/partner, dependents, occupation | | Policies | All active and expired policies | | Quotes | Historical quotes (shopped but not bound) | | Documents | ACORD forms, IDs, custom documents | | Notes | Internal notes (risk alerts, preferences) | | Renewal Dates | Upcoming renewal schedule |

Search & Filtering

Find clients quickly:

1. Go to Clients
2. Use search bar (name, phone, policy number)
3. Filter by:
   • Product type (homeowners, auto, etc.)
   • Carrier
   • Renewal date range
   • Premium range

Household Grouping

Group related individuals under one household for easier management.

Create a Household

1. Open a client profile
2. Click Add to Household
3. Choose to add an existing client or create a new linked contact
4. Confirm relationship (spouse, adult child, dependent, etc.)

Benefits:

• View all related policies at once
• Quote a household for bundled discounts
• Manage team contact preferences (how/when to reach them)

Household Policies

View all household member policies on the household dashboard:

• Individual policies
• Joint policies (auto, homeowners on both names)
• Combined premium and savings

Commercial Accounts

For business clients, organize by:

1. Primary Contact (owner, manager, CFO)
2. Related Locations (if multi-location business)
3. Additional Insured (if required by their lenders)

Multi-Location Accounts

If a client has multiple business locations:

1. Go to Clients > [Business Name]
2. Click Add Location
3. Enter location address and unique risk details
4. Quote each location separately (different premiums per zip/hazard)

Document Vault

Securely store client documents:

1. Go to Clients > [Client] > Documents
2. Click Upload Document
3. Choose document type:
   • ID (driver's license, passport)
   • Proof of insurability (medical, financial)
   • Loss history documentation
   • Custom (business license, tax return, etc.)

Organize documents by type. Use for quick reference during quotes.

Internal Notes & Flags

Add internal notes visible only to your team:

1. On any client profile, click Add Note
2. Choose note type:
   • Internal Note — Team-only visibility
   • Alert — Red flag (e.g., "multiple claims", "high-risk occupation")
   • Preference — Customer preference (best contact time, language, etc.)
3. Save

Use notes for:

• Underwriting insights
• Sales call outcomes
• Renewal reminders
• Personal notes (hobbies, family info for rapport-building)

Client Preferences

Store how clients prefer to be contacted:

1. Go to Clients > [Client] > Preferences
2. Set:
   • Renewal Notice — Email, phone, mail
   • COI Requests — How they want to receive/submit
   • Language — English, Spanish, other
   • Best Contact Time — Morning, afternoon, evening, weekends
   • Preferred Agent — If they have a specific producer preference

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Next: Track your sales pipeline and renewals.